How do I enable Seasonal Automation events as an agent?

Activate an event and customize the settings on the Automation | Event Settings page well ahead of time to ensure your Seasonal Automations go exactly as you wish.

Written By Danny Schaffer

Activate the Event

  1. Hover over Automation > Seasonal Automation, and then click Event Settings.

  2. Locate the Seasonal Automation event you'd like to turn on.

  3. Click the Settings button on the right.
    Note: Some Events may be turned off at the company level.

An image pointing to the "Settings" button for the President's Day Automation Event.

  1. On the page for the individual event, toggle the status toggle to Activate the event. Click the Save Changes button, then move forward to customize your settings.

An image on the Automation Settings page for a Seasonal event shows an arrow pointing to the activation toggle. Then a second arrow pointing to the "Save Changes" button.

Customize your settings

Customize your event settings by setting the Action and List/Sphere.

Note: It's important to have your desired configuration (Notify, Scheduled, or Approval Required) for the event ready prior to the notification date, so that everything goes smoothly according to your wishes.

  1. Click Preview on the right to preview the template that will be used for any email action.

  2. Select the Action type that fits your needs for this event. It will default to your company’s set default, but you can change it.

Action Options

  • Notify Me Only - You will be notified via email when this event occurs.

  • Email: Approval Required - Marketing pieces will be automatically created, but will not be sent until you sign in to your rezora account and approve it for distribution.

  • Email: Scheduled - Marketing pieces will be automatically created and scheduled to send on the Scheduled Send Date and Time.

An image of the Configuration page for a Seasonal Event. The "Action" menu is expanded to show the options. The "Save Changes" button is present.

  1. Click the Select the list/sphere menu to select from your available lists/spheres that you want any Email actions to send to.

  2. Click Save Changes to save any alterations you’ve made to settings on this page.

Changes to the selected list in the Event Settings made after the event trigger occurs (7 days before the seasonal send event) will not change the contacts selected in the created piece.

When your Event triggers

For “Email” event types, 7 days before the Seasonal Automation send event, your notification will fire, letting you know the piece is available. At that point, you can go in and make changes if the template allows.